|
476
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$366K
|
–
|
–
|
–
|
|
|
477
|
KDK Private Wealth Management
Houston,
Texas
|
$365K
|
+$4.08K
|
+27
|
+1%
|
|
|
478
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$365K
|
+$319K
|
+2,109
|
New
|
|
|
479
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$365K
|
+$319K
|
+2,110
|
New
|
|
|
480
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$364K
|
-$400K
|
-2,645
|
-56%
|
|
|
481
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$363K
|
-$58.8K
|
-389
|
-16%
|
|
|
482
|
Opus Capital Group
Cincinnati,
Ohio
|
$360K
|
+$454
|
+3
|
+0.1%
|
|
|
483
|
Leavell Investment Management
Mobile,
Alabama
|
$358K
|
–
|
–
|
–
|
|
|
484
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$357K
|
+$1.81K
|
+12
|
+0.6%
|
|
|
485
|
Hanover Advisors
Seneca,
South Carolina
|
$356K
|
-$76.5K
|
-506
|
-20%
|
|
|
486
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$355K
|
+$7.56K
|
+50
|
+3%
|
|
|
487
|
CWA Asset Management Group
Naples,
Florida
|
$354K
|
+$36.3K
|
+240
|
+13%
|
|
|
488
|
Colonial Trust
Spartanburg,
South Carolina
|
$352K
|
-$2.27K
|
-15
|
-0.7%
|
|
|
489
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$350K
|
-$19.4K
|
-128
|
-6%
|
|
|
490
|
FLC Capital Advisors
Palm Desert,
California
|
$346K
|
–
|
–
|
–
|
|
|
491
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$346K
|
+$303K
|
+2,000
|
New
|
|
|
492
|
Black Diamond Financial
Towson,
Maryland
|
$345K
|
-$31.3K
|
-207
|
-9%
|
|
|
493
|
Northeast Investment Management
Boston,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
494
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$339K
|
–
|
–
|
–
|
|
|
495
|
Triumph Capital Management
Denver,
Colorado
|
$335K
|
-$14.1K
|
-93
|
-5%
|
|
|
496
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$333K
|
+$291K
|
+1,925
|
New
|
|
|
497
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$333K
|
–
|
–
|
–
|
|
|
498
|
IMC Chicago
Chicago,
Illinois
|
$331K
|
+$289K
|
+1,911
|
New
|
|
|
499
|
Bogart Wealth LLC
Mclean,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
500
|
Rathbones Group
Liverpool,
United Kingdom
|
$327K
|
+$286K
|
+1,890
|
New
|
|
